Dovetail: Customer insights platform that centralizes interviews and feedback, with AI transcription, analysis, search, and a research repository. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Dovetail when transcribing and analyzing user research interviews matters most, and Mili when automatically syncing meeting summaries and tasks into an advisor crm matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
Customer insights platform that centralizes interviews and feedback, with AI transcription, analysis, search, and a research repository.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
Dovetail is a customer insights and research platform that centralizes qualitative data from user interviews, sales calls, support tickets, and research studies into a single repository powered by AI. Teams can upload or import interview recordings and let Dovetail handle AI transcription, then analyze the material to turn raw feedback into structured intelligence. Its AI capabilities include automatic analysis, AI chat and search across customer data, AI dashboards that visualize trends alongside business metrics, and AI docs for creating shareable outputs. The research repository organizes studies, transcripts, tags, and highlights so insights remain searchable and reusable across projects, and highlight reels let teams clip and share video evidence of key moments. Dovetail supports transcription in multiple languages and includes redaction of sensitive information for privacy. It connects to other tools through integrations and an API so customer signals can flow across a team's stack. Used by product, design, research, and customer experience teams, Dovetail aims to replace assumption-based decisions with evidence drawn directly from customer conversations and feedback. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Mili is an agentic AI platform built for wealth advisors that uses purpose-built agents to handle the busy work around client meetings and broader advisory operations. Its meeting agent delivers real-time, recording-free meeting notes across in-person, virtual, and phone conversations, capturing content through secure real-time streaming rather than joining calls as a bot or retaining audio recordings. After a meeting, Mili automatically generates professional summaries and follow-ups and updates CRM systems instantly, organizing notes and action items into custom formats suited to advisory work. Beyond note-taking, Mili offers a suite of specialized agents covering scheduling, data management, client onboarding, prospect research, compliance documentation, document processing, and marketing. The platform emphasizes a privacy-first, enterprise-grade posture with SOC 2 Type 2 certification, AES-256 encryption, PII redaction, and a commitment that client data does not train its models, running on AWS infrastructure. Mili integrates with advisor CRMs such as Wealthbox to sync meeting notes and tasks, and it is adopted by RIAs and broker-dealers, positioning itself as an operating layer across the advisor tech stack. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Dovetail is a free tier with paid upgrades (freemium); Mili is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Dovetail | Mili |
|---|---|---|
| Core capability | AI transcription of interview and meeting recordings | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Automatic analysis that turns raw feedback into structured insights | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | AI chat and search across all customer data | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Research repository for transcripts, tags, and highlights | Custom note and action-item formats for advisory workflows |
| Languages & capture | Highlight reels and video clips of key moments | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | AI dashboards, AI docs, and sensitive-information redaction | Additional agents for scheduling, onboarding, prospecting, and compliance |
Dovetail
Choose Dovetail if you need transcribing and analyzing user research interviews — strengths include centralizes interviews and feedback from many sources in one repository.
Mili
Choose Mili if you need capturing recording-free notes from in-person and virtual client meetings — strengths include recording-free capture appeals to privacy-conscious advisory firms.
Dovetail
Mili
It depends on your workflow. Dovetail is strong for transcribing and analyzing user research interviews, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Dovetail is a free tier with paid upgrades and Mili is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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